Jeffrey GranataCRD Number: 1940893
Current Firm: Waddell & Reed
Jeffrey Granata (CRD# 1940893) is an Investment Advisor Representative working at Waddell & Reed in Reno, NV and has over 27 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Ameriprise Financial Services, Inc.
|Various Insurance Carriers For W&r Insurance Agencies||Reno, NV||Dec 2014 - Current||1|
|Waddell & Reed, Inc.||Reno, NV||May 2014 - Current||2|
|Fastenal||Sparks, NV||Nov 2012 - Jun 2014||1|
|Self Employed||Reno, NV||Oct 2009 - Nov 2012||3|
|Colonial Brokerage, Inc.||Montgomery, AL||Jun 2009 - Oct 2009||< 1|
|Colonial Asset Management, Inc.||Montgomery, AL||Jun 2009 - Oct 2009||< 1|
|Wells Fargo Investments,llc.||Reno, NV||Feb 2006 - Jun 2009||3|
|Unemployed||Reno, NV||Nov 2005 - Feb 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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